LWM

Loveless Wealth Management Portfolio holdings

AUM $153M
1-Year Est. Return 3.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$464K
3
+$298K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$297K
5
SYK icon
Stryker
SYK
+$266K

Top Sells

1
+$494K
2
+$266K
3
+$223K
4
SFM icon
Sprouts Farmers Market
SFM
+$222K
5
XYZ
Block Inc
XYZ
+$211K

Sector Composition

1 Technology 13.05%
2 Industrials 10.1%
3 Healthcare 9.52%
4 Financials 6.98%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.23%
18,213
102
$304K 0.22%
2,540
+325
103
$277K 0.2%
1,700
-500
104
$266K 0.2%
+1,087
105
$254K 0.19%
12,789
-30
106
$252K 0.19%
+3,610
107
$252K 0.19%
+1,795
108
$247K 0.18%
1,050
-480
109
$242K 0.18%
1,760
110
$238K 0.18%
8,930
-370
111
$237K 0.17%
1,446
-20
112
$232K 0.17%
2,745
-335
113
$229K 0.17%
+3,203
114
$224K 0.17%
+3,850
115
$216K 0.16%
3,650
-350
116
$198K 0.15%
3,671
-214
117
– –
-10,950
118
– –
-10,620
119
– –
-4,050
1 2 3 4
5